Overview
Financial Planning Administrator Jobs in Poole, UK at Dynamite Recruitment Solutions Ltd
Dynamite Recruitment are assisting in the recruit of a IFA Administrator for awell-established, independent wealth management firm based in Poole, providing personalised financial planning and investment advice to a diverse range of private clients.
As they continue to grow, we are seeking a proactive and detail-oriented Client Services Administrator to join my clients close-knit team.
Key Responsibilities
- Provide administrative support to financial advisers and paraplanners
- Maintain and update client records on back-office systems
- Liaise with clients, providers, and internal teams to handle enquiries and ensure smooth case progression
- Prepare and process new business applications and client documentation
- Manage the onboarding process for new clients, ensuring all compliance requirements are met
- Assist with the preparation of client review packs and reports
- Monitor and follow up on outstanding requirements or documentation
Skills & Experience Essential:
- Previous experience in a financial services or wealth management environment
- Excellent administrative and organisational skills
- Strong attention to detail and accuracy
- Confident communicator with excellent interpersonal skills
- Proficient in Microsoft Office (Word, Excel, Outlook)
What’s on Offer
- A supportive, professional working environment
- Opportunities for professional development and industry qualifications
- Competitive salary and benefits package
- Discretionary bonus scheme
- Pension scheme
For more details please apply or contact Tegan at Dynamite Recruitment #J-18808-Ljbffr
Title: Financial Planning Administrator
Company: Dynamite Recruitment Solutions Ltd
Location: Poole, UK
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